Top of mind issues for capital markets and wealth management
Stay ahead of the latest changes impacting the capital markets and wealth management industry, including regulatory shifts and the transformative power of Agentic AI.

Learn more about crucial topics affecting the capital markets sector, including how financial regulations apply to crypto assets and proactive methods to address the ever-evolving array of cybersecurity threats. Explore the impact that the first 100 days of the Trump administration have had on the wealth and asset management industry and discover the transformation that agentic AI is bringing to the market.
Explore issues impacting the industry, including:
- Cryptocurrency – Under the SEC lens
- Cybersecurity – Ever-evolving array of threats
- SEC Rule 15c3-3 – Daily reserve computation
- SIFMA Operations Conference – At a glance
- Private market regulatory reforms – Bringing retail investors into the fold
- First 100 Days – Impacts on wealth and asset managers
- The future of wealth management – Transitioning to an agentic wealth model
- The rapid growth of retail alternative funds
Dive into our thinking
Top of mind banking and capital markets July 2025 edition
Download PDFAddressing top-of-mind capital markets and wealth management issues
Q1 2025 edition
Q4 2024 edition
Q3 2024 edition
Explore more
Top of mind banking and capital markets issues
What's top of mind for banks? Growth, cost optimization, and credit top the list.
Read moreMeet our team




